Our client is a highly regarded Chartered Financial Planners with offices in Newbury, Berkshire. Their current requirement is to recruit for a Financial Adviser to join the busines to provide advice to a HNW later life client bank.
The business has recently acquired a client bank and as a result they now require an Adviser to join the business to both service the existing client bank and develop new business. You will be provided with a client bank and although this will be sufficient to earn a substantial living, they are keen to recruit someone who can develop new business when required.
The bulk of the clients within this client bank will be later life, therefore the successful candidate needs to be a holder of SOLLA - society of later life advisers.
You will have first class paraplanning and administration support from an experienced team based in the office. The role will be split between office & home working, although full home working is available.
This is an excellent opportunity to join a reputable organisation who will provide a client bank, a base to develop new business and a long & profitable career.